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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$15.6M +$7.91M +93,208 +119%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$14.5M +$1.45M +17,093 +12%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$14.4M +$444K +5,237 +3%
MML Investors Services
29
MML Investors Services
Massachusetts
$13.8M +$1.35M +15,918 +12%
FT
30
Fiduciary Trust
Massachusetts
$13.5M +$72.4K +853 +0.6%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$12.4M +$563K +6,635 +5%
FF
32
Francis Financial
$12.3M -$52.8K -622 -0.5%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$11.9M +$2.6M +30,644 +31%
PAG
34
Private Advisor Group
New Jersey
$11.6M -$1.33M -15,708 -11%
MCM
35
Manchester Capital Management
Vermont
$11.2M +$1.11M +13,097 +12%
BlackRock
36
BlackRock
New York
$10.1M +$8.73M +102,889 +1,218%
HIF
37
Hill Island Financial
Michigan
$9.67M -$210K -2,471 -2%
GAM
38
Gemmer Asset Management
California
$9.6M -$23.6K -278 -0.3%
ASN
39
Advisory Services Network
Georgia
$8.92M -$3.82K -45 -0%
MWM
40
Mascoma Wealth Management
New Hampshire
$8.9M +$19.5K +230 +0.2%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$8.62M +$703K +8,291 +10%
AAS
42
Ameritas Advisory Services
Nebraska
$8.22M -$3.13M -36,844 -29%
SAG
43
SageView Advisory Group
California
$8.03M +$554K +6,529 +8%
FHA
44
First Horizon Advisors
Tennessee
$7.86M +$41.7K +491 +0.6%
HighTower Advisors
45
HighTower Advisors
Illinois
$7.86M +$3.05M +36,007 +72%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$7.76M -$553K -6,524 -7%
AWS
47
Atria Wealth Solutions
New York
$7.59M +$914K +10,771 +15%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$7.12M +$394K +4,648 +6%
PI
49
PFG Investments
New York
$6.8M +$346K +4,078 +6%
CL
50
Choreo LLC
Illinois
$6.63M -$54.3K -640 -0.9%